Cross-border tax & advisory  ·  India ⇄ U.S.

Both sides of your
finances. Handled.

Most advisors know one country. DGN understands both — the U.S. and Indian sides of your taxes and finances, together, so nothing slips through the cracks between two systems.

Chartered Accountant (India) U.S. GAAP & IFRS IRS-registered preparer 20+ yrs senior finance
Who we help

One advisor, both sides of the world

Whether it's your family's finances or your business's, the hard part is where India and the U.S. meet. That's exactly where we work.

Individuals & Families

Money on both sides of the world

You moved here, built a life, and still have ties back home — accounts, property, investments. We make the two tax systems work together.

  • U.S. returns with foreign income
  • FBAR & foreign-asset reporting
  • Indian mutual funds, property & capital gains
  • Treaty (DTAA) & foreign tax credit planning
Business Owners

Senior finance, without the CFO salary

Clean books, taxes handled, and real strategy from someone who ran finance at scale — plus the India expertise almost no one else offers.

  • Bookkeeping, accounting & reconciliations
  • Business tax prep & planning
  • FP&A, forecasting & fractional-CFO guidance
  • Cross-border structuring & intercompany
Foreign account compliance

A bank account in India?
The IRS may need to know.

U.S. law can require you to report foreign accounts to the Treasury every year — and many people never knew. The good news: if you're behind, there are established ways to catch up, often with little or no penalty when handled correctly.

We handle it discreetly and correctly — the filings and the reasonable-cause story that protects you — so you can stop worrying about it.

Get a confidential review fbar@DGNfinancial.services
Over $10,000 abroad?Combined across all foreign accounts, at any point in the year — that's the reporting threshold.
FBAR · FinCEN 114 FATCA · Form 8938 Mutual funds · PFIC 8621 Missed-year catch-up Streamlined compliance
What we do

From bookkeeping to boardroom — and across borders

Cross-Border Tax

Individual & business returns with foreign income, FBAR, FATCA, PFIC, Form 5471, and DTAA treaty planning.

Bookkeeping & Accounting

Monthly books, reconciliations, financial statements, and a clean, CPA-ready close.

Business Tax

S-corp, partnership, and Schedule C preparation and filing, with year-round planning.

FP&A & Fractional CFO

Budgeting, forecasting, cash-flow strategy, KPI dashboards, and financing support.

Our edge

The rare advisor who speaks both sides

One advisor, two countries

A Chartered Accountant from India with two decades in U.S. corporate finance — fluent on both sides of the divide, not two disconnected firms passing you back and forth.

Boardroom-caliber

Twenty-plus years and Senior Director of Finance experience behind every advisory engagement — the same thinking large companies pay a full-time CFO for.

The details others miss

PFIC, Form 5471, FBAR, and DTAA treaty positions handled correctly — the cross-border traps that trip up ordinary preparers.

How it works

Simple, and no surprises on price

01

Free consultation

Tell us your situation — accounts, business, what's worrying you. No cost, fully confidential.

02

Clear, fixed quote

We scope the work and quote a flat fee up front. You know the number before anything begins.

03

Handled, both sides

We do the work — U.S. and India coordinated — and keep you compliant and clear going forward.

The first conversation is free

Let's talk through your situation.

Individuals and business owners welcome. We'll tell you honestly whether and how we can help.